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Strategies & Market Trends : Value Investing
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To: Paul Senior who wrote (56074)9/24/2015 11:27:28 PM
From: Spekulatius1 Recommendation

Recommended By
Jurgis Bekepuris

  Read Replies (2) of 78750
 
FMC looks pretty cheap now. They upgraded the quality of their business by selling of the more commodity type alkali business and bulking up in Agrochem with their Cheminova purchase (albeit at a steep price). I like their product portfolio. I think I will purchase some shares.

FWIW, EMN is a very well managed chemical company. I have followed the stock for a long time, but never owned it.

Added a bit to UTX and FLR today. I sold of OKE two days ago into strength, taking a small loss.

Some industrials are getting quite cheap here, HY being one example of a decent quality business. In the distribution side, WCC looks interesting and possibly MSM (the latter has a moat).
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